How To: Setup an Invoice Template per Brand using Basic Reports

Basic Reports Setup is an Advanced User feature.

Configuring a Basic Report to link it to a brand ensures the brand specific paperwork will be used whenever a brand is chosen (for example, when applied to a new sales order).

  1. Create all required brands; see [ System Data | Branding ].
  2. Follow the menu route [ System Operations | Basic Reports Setup ] to open the 'Basic Reports Setup' dialog.
  3. Double-click on the Invoice Report in the Report Name grid.
  4. Focus on the brand that you would like to create.
  5. Click on the New Report Configuration button button. This displays a new report that can be configured. As this is a 'blank' basic report you may wish to use the following options:
    • The Basic Reports Copy From button button allows the user to copy the report format from one report to another; just remember to re-name your branded basic report, which is contained in the Report Template Path location.
    • The Basic Reports Design button button opens the loaded report in design view, allowing the user to make changes to the report, for example, changing the logo. Once changes have been made, save the template and close the designer.
  6. Click OK to close the Basic Reports dialog.

Note: before making changes it maybe useful to:

  1. Make a backup of your reports.
  2. Try this out on your testing system to ensure that the changes are as required before implementing it in your live system.

See Also

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